Development and Use of a Project Management Database System · Development and Use of a Project...
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© 2015. Materials may not be reproduced without permission of the author.
Development and Use of a Project Management Database System
Chris Schlapper
University of Wisconsin Survey CenterMay 18, 2015
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History
• UW Survey Center began as a small shop• Fewer staff• Smaller project workload • Easier to manage and track outcomes
• Grew over time• Taking on more work• Increasing project complexity• Adding staff• Increasing management complexity
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Management Team Goals
• Improve staff communication• Strengthen collaborative effort between departments• Document project requirements
• Centralized data store• Ability to track and review project timelines• Gather data and report on full life-cycle of a project
• Project Doc Survey• First attempt to meet these goals
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Project Doc Survey - Functionality
• Centralized database• Track project data• Main focus
• Collect initial project requirements• Gathered at the start of a project
• Programming team expanded on the use of Project records• Added data elements to serve as configuration settings
for automated processes for CATI and DE projects
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Project Doc Survey - Limitations
• Programmed as a web survey • One data element entered per screen • Challenging to view, edit, and comprehend the data• Inconvenient to update
• Didn’t gather full life-cycle data of a project• Data structure unable to model growing project complexities
• Multi-modal• Waves
• Necessary for some projects because of the automation settings• Inconsistently used for other projects
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Management Team Goals
• Improve staff communication• Strengthen collaborative effort between departments• Document project requirements
• Centralized data store• Ability to track and review project timelines• Gather data and report on full life-cycle of a project
• Project Management Database (PMDB)
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PMDB System Requirements
• Manage and track projects • Through full life-cycle from proposal to post-production
and completion• Real-time view into current project activities• Historical view into activity of all projects
• View staff assignments • Within multiple teams
• Centralized data repository• Single reference-point for all projects for all staff
• Integrate automation systems from the Project Doc Survey• Manage configuration through a single portal
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System Requirements
• Record project meta-data • Reports • Data dashboards
• Available for management team • Analyze trends• Evaluate current and anticipate future workload• Explore potential process improvements• Examine impact on business processes• Adapt to changing requirements
• Incorporate additional functionality over time• Integrate all project-related data
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Project Management Database (PMDB)
• Custom web application • Visual Studio• C#, JavaScript, HTML, ASP.NET• MySQL database • Web browser to access the program
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PMDB Security Features
• Web Application hosted on our local intranet• User-authentication tools from the University
• Limited to users within our group• PMDB application security layer
• Manages users and their roles• Enable/disable features based on user-role
• Database best-practices prevent SQL-injection attacks
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Client• Name• Contact information• Institution
Proposal• Estimated development start• Estimated field start• Modes• Sample size
Project• Assigned Project Directors• Assigned Programmers
• Development start date
Project Instrument• Mode• Assigned Staff
• Milestone dates• Automated process fields
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Client• Name• Contact information• Institution
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Client Setup
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Client• Name• Contact information• Institution
Proposal• Estimated development start• Estimated field start• Modes• Sample size
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Proposal Data
• Each project starts as a proposal• Shaped through discussions/negotiations between
management team and the client• Basic outline of expectations
• Focus• Timeline• Scope
• Management team gathers and enters Proposal data
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Proposal Setup
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Proposal Approval
• A proposal is ready to be approved when• Negotiations completed• Received funding
• Approve the proposal in the PMDB• By a member of the management team• Creates a new project record
• Copying some proposal data into the new project • Allows us to run comparisons on the original
proposal data against the actual project implementation data
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Proposal Approval
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Client• Name• Contact information• Institution
Proposal• Estimated development start• Estimated field start• Modes• Sample size
Project• Assigned Project Directors• Assigned Programmers
• Development start date
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Project Setup
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Project Instrument Data
• A single project can• Have multiple waves• Be multi-modal
• Project Instrument records• One-to-many relationship between Project and
Instruments• Fundamental change to previous system• More accurately models data relationship of complex
surveys
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Project Setup - Instruments
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Client• Name• Contact information• Institution
Proposal• Estimated development start• Estimated field start• Modes• Sample size
Project• Assigned Project Directors• Assigned Programmers
• Development start date
Project Instrument• Mode• Assigned Staff
• Milestone dates• Automated process fields
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Project Instrument
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Project Instrument
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Project Checklist
• Tool to document a thorough list of all possible requirements for a project
• Ability to attach a note to each item• Filled in before or during a project kickoff meeting
• Project Directors and Programmers
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Project Checklist
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Project Checklist
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Project Checklist
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Project Checklist
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Project Checklist
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Project Gantt Chart
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• Graphic representation of each project’s status over time• Uses milestone dates• Reviewed and modified as they approach, as needed• Changes should prompt an email and initiate a
discussion/negotiation with the other team members• Once the activity has begun, that date is assumed to be
accurate and will be used for summary reporting
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Project Gantt Chart
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Project Gantt Chart
• Recommended use• Filter by staff to view your own projects• Review upcoming dates • Communicate questions or concerns with colleagues• Modify dates as they approach, as needed
• Email colleagues with any changes• Discuss, review, and adjust subsequent dates, if
needed
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PMDB - Current Status
• Live and in-use• Tracks all proposals and projects• Provides management team with proposal reports • Project Checklist • Project FAQ
• Read-only summary of a project• Project Gantt Chart• Replaced configuration controls for the automated
systems• Use to collect CAPI QC
• Summary reports
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Challenges
• Need for flexibility in design and implementation• Management data now being systematically tracked• Uncover additional data requirements• Evolving features and implementation
• Balancing • Ease-of-use • Amount of useful data
• Avoid overwhelming the data-collection process• Staff
• New responsibility• Timelines continuously evolve
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Future Plans
• Implement data dashboard • Customizable by user
• Additional reports to compare a proposal’s anticipated timeline with the actual project’s timeline
• Build Task program• Associate a custom task with a project• Available for all affiliated staff to review and edit
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Future Plans
• Create a single entry point for QC for all modes • CAPI notes review• CATI QC and monitoring tools • M&DE Verification tool
• Automate timesheets and recording billable time by project• Implement a data warehouse to centralize the display and
reporting on current and historical outcomes for all projects
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Acknowledgements
• Steve Bochte• Brendan Day• Kelly Elver• Karen Jaques• Augie Salick• John Stevenson• Eric White
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© 2015. Materials may not be reproduced without permission of the author.
Thank you!
For copies of this presentation or more information, please contact me at [email protected]
Please visit us at www.uwsc.wisc.edu